Episode 94: Dividend income: Customizing and thinking tactically

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the benefits of dividend strategies and how they can serve as an essential component of insurance investment portfolios. Dividend-paying stocks have historically contributed nearly 40% of the S&P 500’s total returns, making them a cornerstone for income generation and long-term growth.

The discussion covers the advantages of dividends in today’s rising interest rate and inflationary environment, highlighting their role in providing income stability, drawdown protection, and a hedge against inflation. Lance Humphrey of Victory Capital outlines key factors for identifying companies capable of sustaining and growing dividends over time, such as profitability, financial stability, and dividend growth. The conversation also explores how customized solutions can align dividend strategies with insurance company needs, including gain-loss management and sector allocation constraints.

Tune in to discover how dividend strategies can enhance income, manage risk, and support insurance portfolios in a dynamic market environment.